IRC
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Investors Research Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Investors Research Corp’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.7K Sell
917
-882
-49% -$66.5K 0.01% 371
2026
Q2 		$136K Hold
1,799
– – 0.02% 301
2026
Q1 		$121K Sell
1,799
-4,671
-72% -$323K 0.02% 313
2025
Q4 		$432K Sell
6,470
-74
-1% -$4.89K 0.08% 218
2025
Q3 		$431K Sell
6,544
-151
-2% -$9.75K 0.08% 217
2025
Q2 		$414K Sell
6,695
-58
-0.9% -$3.42K 0.08% 217
2025
Q1 		$402K Sell
6,753
-84
-1% -$5.25K 0.09% 217
2024
Q4 		$427K Sell
6,837
-141
-2% -$9.03K 0.09% 215
2024
Q3 		$435K Sell
6,978
-3,171
-31% -$190K 0.1% 219
2024
Q2 		$587K Sell
10,149
-12,634
-55% -$739K 0.14% 183
2024
Q1 		$1.39M Sell
22,783
-144
-0.6% -$8.27K 0.33% 61
2023
Q4 		$1.32M Sell
22,927
-43
-0.2% -$2.22K 0.32% 64
2023
Q3 		$1.17M Sell
22,970
-464
-2% -$24.7K 0.3% 70
2023
Q2 		$1.24M Sell
23,434
-617
-3% -$30.6K 0.31% 72
2023
Q1 		$1.2M Sell
24,051
-1,009
-4% -$52.1K 0.31% 76
2022
Q4 		$1.22M Sell
25,060
-57
-0.2% -$2.78K 0.33% 70
2022
Q3 		$1.1M Sell
25,117
-76
-0.3% -$3.7K 0.34% 64
2022
Q2 		$1.16M Sell
25,193
-187
-0.7% -$9.48K 0.35% 67
2022
Q1 		$1.39M Sell
25,380
-806
-3% -$43.7K 0.39% 63
2021
Q4 		$1.47M Sell
26,186
-19
-0.1% -$1.04K 0.45% 61
2021
Q3 		$1.36M Sell
26,205
-101
-0.4% -$5.32K 0.46% 60
2021
Q2 		$1.38M Hold
26,306
– – 0.48% 62
2021
Q1 		$1.34M Sell
26,306
-74
-0.3% -$3.55K 0.5% 44
2020
Q4 		$1.15M Sell
26,380
-171
-0.6% -$6.79K 0.45% 46
2020
Q3 		$908K Sell
26,551
-1,168
-4% -$40.2K 0.44% 55
2020
Q2 		$903K Buy
27,719
+7,456
+37% +$227K 0.45% 52
2020
Q1 		$535K Buy
20,263
+12,677
+167% +$469K 0.33% 98
2019
Q4 		$319K Buy
7,586
+2,666
+54% +$109K 0.15% 217
2019
Q3 		$194K Buy
4,920
+1,223
+33% +$47.9K 0.1% 269
2019
Q2 		$148K Buy
+3,697
New +$147K 0.08% 305

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Investors Research Corp's EZM Position: Q3 2026 in Review

Investors Research Corp reduced its WisdomTree US MidCap Fund (EZM) stake by 49% in Q3 2026, selling an estimated $66.5K and leaving 917 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #371.

Investors Research Corp first reported a position in EZM in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.47M in Q4 2021. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Investors Research Corp held 917 shares of WisdomTree US MidCap Fund worth $65.7K as of Q3 2026.
  • Investors Research Corp sold 882 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $66.5K.
  • WisdomTree US MidCap Fund made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #371 holding.
  • Investors Research Corp first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 30 quarters since.
  • Investors Research Corp's WisdomTree US MidCap Fund position peaked at $1.47M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.